Scott K Sprinkle
@Sprinkle Financial Consultants Llc
Latest period2024 - Q3ReportedManaged Assets$139.939MTotal holdings70
Assets growth rate10.3%Assets growth rate (2-Q avg)9.31%Continuous growth in asset value3 quarters
Portfolio positions
This chart displays the top 10 holdings in Sprinkle Financial Consultants Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 70 positions.
Assets under management
The assets under management (AUM) of Sprinkle Financial Consultants Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 139.939M in assets, with a quarterly growth rate of 10.3% and a 2-quarter average growth rate of 9.31%. The portfolio is managed by Scott K Sprinkle, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
TCAFT Rowe Price Etf Inc
| 1.73% | $2.42M 72,790 shares@ $33.26 avg price | Increased 0.23% |
DFLVDimensional Etf Trust
| 1.57% | $2.186M 70,960 shares@ $30.82 avg price | Increased 5.26% |
AVEMAmerican Centy Etf Tr
| 1.38% | $1.918M 29,684 shares@ $64.61 avg price | Increased 0.13% |
JCPBJ P Morgan Exchange Traded F
| 1.17% | $1.627M 33,732 shares@ $48.25 avg price | Increased 1.28% |
DFAWDimensional Etf Trust
| 1.14% | $1.583M 24,936 shares@ $63.47 avg price | Increased 10.79% |
DFICDimensional Etf Trust
| 1.11% | $1.55M 55,090 shares@ $28.14 avg price | Increased 13.33% |
QLTY2023 Etf Series Trust Ii
| 0.97% | $1.355M 41,546 shares@ $32.61 avg price | Increased 0.64% |
PYLDPimco Etf Tr
| 0.97% | $1.348M 50,595 shares@ $26.66 avg price | Increased 13.51% |
SCHASchwab Strategic Tr
| 0.91% | $1.261M 24,487 shares@ $51.5 avg price | Increased 0.7% |
ITOTIshares Tr
| 0.88% | $1.222M 9,724 shares@ $125.62 avg price | Increased 0.38% |